Background

HelpAge International (www.helpage.org) is the secretariat to the HelpAge Global Network, which brings together a wide range of organisations and individuals working to promote the rights and meet the needs of older women and men, nationally and/or internationally.

Phase 1: Scoping and Design

The consultant will:

• Conduct a technical landscape review of community and network platforms.
• Facilitate stakeholder workshops and interviews with staff, network members, Healthy Ageing Platform members, supporting members and other relevant groups.
• Produce a user needs analysis covering feature expectations, accessibility requirements, multilingual needs, low-bandwidth considerations and workflow preferences.
• Review and map integration requirements with Microsoft 365, Teams, Salesforce, Mailchimp and other HelpAge tools.
• Engage with at least three external peer networks (e.g, GNDR, WHO Knowledge Action Portal, START Network, HelpAge Knowledge Platform) for benchmarking and insights.
• Assess data protection, governance, moderation and access needs in line with GDPR, and develop draft frameworks.
• Develop a platform architecture blueprint, outlining recommended configurations and functional modules.
• Ensure the Phase 2 scope and technical workplan are fit for purpose, including development requirements, user journeys, integrations, hosting, security and performance expectations.
• Provide an implementation roadmap with milestones, dependencies and risk analysis.

Phase 2: Development and Rollout

Upon approval of Phase 1 deliverables, the consultant will:

• Build the HelpAge Network Platform according tthe approved architecture and requirements. Priority areas include: Single Sign-On, Integration with Microsoft 365, Teams, Salesforce and Mailchimp, Knowledge Hub and resource library.
• Conduct testing cycles, including user acceptance testing (UAT) with staff and network members.
• Provide training materials, onboarding guides and platform documentation.
• Support pilot testing, rollout and early adoption.
• Ensure a sustainable handover, including maintenance expectations, technical manuals and a support setup for post-launch continuity.

Qualifications and Experience

The consultant/agency should have:

• 5+ years’ experience in digital ecosystem scoping, user journeys and platform architecture.
• Proven experience in designing, developing or implementing community or membership platforms, ideally for INGOs or international networks.
• Expertise in platform configuration, user management, multilingual navigation and mobile-friendly design.
• Strong technical knowledge of Salesforce integration (HelpAge Connect), Teams, APIs and Single Sign-On solutions.
• Experience with live chat, discussion forums and content repositories, including moderation and access tiering.

• Conduct a technical landscape review of community and network platforms.
• Facilitate stakeholder workshops and interviews with staff, network members, Healthy Ageing Platform members, supporting members and other relevant groups.
• Produce a user needs analysis covering feature expectations, accessibility requirements, multilingual needs, low-bandwidth considerations and workflow preferences.
• Review and map integration requirements with Microsoft 365, Teams, Salesforce, Mailchimp and other HelpAge tools.
• Engage with at least three external peer networks (e.g, GNDR, WHO Knowledge Action Portal, START Network, HelpAge Knowledge Platform) for benchmarking and insights.
• Assess data protection, governance, moderation and access needs in line with GDPR, and develop draft frameworks.
• Develop a platform architecture blueprint, outlining recommended configurations and functional modules.
• Ensure the Phase 2 scope and technical workplan are fit for purpose, including development requirements, user journeys, integrations, hosting, security and performance expectations.
• Provide an implementation roadmap with milestones, dependencies and risk analysis.
• Build the HelpAge Network Platform according tthe approved architecture and requirements. Priority areas include: Single Sign-On, Integration with Microsoft 365, Teams, Salesforce and Mailchimp, Knowledge Hub and resource library.
• Conduct testing cycles, including user acceptance testing (UAT) with staff and network members.
• Provide training materials, onboarding guides and platform documentation.
• Support pilot testing, rollout and early adoption.
• Ensure a sustainable handover, including maintenance expectations, technical manuals and a support setup for post-launch continuity.

• Expertise in platform configuration, user management, multilingual navigation and mobile-friendly design.
• Strong technical knowledge of Salesforce integration (HelpAge Connect), Teams, APIs and Single Sign-On solutions.
• Experience with live chat, discussion forums and content repositories, including moderation and access tiering.

• 5+ years’ experience in digital ecosystem scoping, user journeys and platform architecture.
• Proven experience in designing, developing or implementing community or membership platforms, ideally for INGOs or international networks.